RHG Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RHG Advisors LLC provides fee‑only, discretionary investment management services to existing clients, including high‑net‑worth individuals, deferred compensation plans, and individual participants in retirement plans, and is not accepting new client relationships. Services center on custom management of diversified portfolios using mutual funds and ETFs to align with each client’s objectives and any client‑imposed restrictions.
The firm’s investment process emphasizes diversification and long‑term holding with periodic rebalancing, while permitting tactical deviations from strategic allocations, use of cash as a strategic asset, and dollar‑cost averaging when appropriate. In selecting investments RHG employs a mix of fundamental, cyclical, charting, and technical analysis and implements trades on a discretionary basis tailored to each client’s circumstances.
Distinctive features include ongoing work with corporate‑related accounts (deferred compensation plans and plan participants), a client mix that is less common among similarly sized independent advisers, and a policy of honoring only preexisting client agreements. The managing member brings multi‑decade institutional fixed‑income and trust experience, the firm manages roughly $3.7 million in client assets, and it operates without taking custody of client funds while primarily using no‑load mutual funds and ETFs.
Client services
Expertise
Fee options
$0 - $4,000,000: 0.50% $4,000,000+: 0.35%
Fee-only: Fee-only investment management services; advisory fees based solely on assets under management.
Main office
Scottsdale AZ
Advisors at this office
1
Most active in
Arizona
Also doing business as
Heintz Wealth Management · Rhg Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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